Unclaimed
Eugen Craciun is a financial advisor with over 20 years of experience in the industry. Eugen is currently registered with World Investment Advisors, LLC and holds Series 7 and Series 63 licenses. Eugen also has previous experience with Raymond James Financial Services, Inc., MML Investors Services, LLC, Transamerica Financial Advisors, Inc. and Valmark Securities, Inc. Eugen is a highly experienced professional with a proven track record of success. Eugen is committed to providing his clients with personalized financial advice and guidance. Eugen specializes in portfolio management for individuals and businesses. Eugen provides financial planning services, pension consulting, and educational seminars. Eugen is also licensed to sell variable, life, health, property and casualty insurance. Eugen can help you achieve your financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OH
06/27/2024 - Present
World Investment Advisors, LLC (Cleveland OH)
MA
02/02/2021 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (WESTBOROUGH MA)
OH
06/05/2008 - 02/03/2021
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
04/01/2004 - 06/09/2008
TRANSAMERICA FINANCIAL ADVISORS, INC. (BRECKSVILLE OH)
OH
07/16/2001 - 03/31/2004
VALMARK SECURITIES, INC. (AKRON OH)
BC
Issued 02/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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